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SoFi Technologies

745 hedge funds and large institutions have $10.5B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 311 increasing their positions, 205 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more funds holding in top 10

Funds holding in top 10: 417 (+13)

73% more capital invested

Capital invested by funds: $6.06B → $10.5B (+$4.42B)

52% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 205

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

4.53% more ownership

Funds ownership: 47.53%52.06% (+4.5%)

4% more funds holding

Funds holding: 715745 (+30)

Holders
745
Holders Change
+30
Holders Change %
+4.2%
% of All Funds
9.81%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.22%
New
118
Increased
311
Reduced
205
Closed
82
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
501
StoneX Group
New York
$223K +$165K +12,538 New
KA
502
KLCM Advisors
Wisconsin
$222K +$15.8K +1,200 +11%
MHR
503
Matthew Hamilton Rosenberg
$219K
AA
504
Ancora Advisors
Ohio
$218K +$148K +11,250 +1,607%
PWP
505
Prasad Wealth Partners
Ohio
$216K +$791 +60 +0.5%
Federated Hermes
506
Federated Hermes
Pennsylvania
$214K +$155K +11,751 New
YCM
507
Yousif Capital Management
Michigan
$211K -$20K -1,515 -12%
GJWM
508
Gilliland Jeter Wealth Management
Arkansas
$209K
VAS
509
Vestmark Advisory Solutions
Massachusetts
$209K +$152K +11,492 New
AMG
510
Advisors Management Group
Wisconsin
$207K +$2.35K +178 +2%
GC
511
Guggenheim Capital
Illinois
$207K -$13.3K -1,009 -8%
DT
512
Diversified Trust
Tennessee
$206K +$5.14K +390 +4%
MCM
513
M1 Capital Management
Michigan
$206K -$1.32K -100 -0.9%
KF
514
Krilogy Financial
Missouri
$206K +$149K +11,297 New
SFA
515
Sequoia Financial Advisors
Ohio
$204K -$57.6K -4,367 -28%
Comerica Bank
516
Comerica Bank
Texas
$203K -$26.9K -2,038 -15%
Lido Advisors
517
Lido Advisors
California
$203K +$147K +11,125 New
KFP
518
KMG Fiduciary Partners
Ohio
$202K +$146K +11,094 New
PAS
519
PKS Advisory Services
New York
$200K +$145K +11,000 New
UCFA
520
United Capital Financial Advisors
Texas
$200K +$12.5K +945 +9%
HWM
521
Horizon Wealth Management
Illinois
$198K -$1.05K -80 -0.7%
FFA
522
Farther Finance Advisors
California
$196K +$84.7K +6,423 +148%
PWM
523
Palacios Wealth Management
Florida
$195K +$141K +10,700 New
PIA
524
Panoramic Investment Advisors
Colorado
$194K
CI
525
Cigna Investments
Connecticut
$193K

SOFI Hedge Fund Activity: Q2 2025 in Review

745 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2025, worth a combined $10.5B — up 73% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SOFI positions and 82 closed out — a net gain of 36 holders — while 311 added to existing stakes and 205 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $104M. The largest seller was Susquehanna International Group, cutting an estimated $92M.

  • 745 institutional investors held SoFi Technologies (SOFI) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $10.5B of SoFi Technologies stock for Q2 2025, up 73% quarter-over-quarter.
  • 118 funds opened new SoFi Technologies positions in Q2 2025 and 82 closed out, a net change of +36 holders.
  • The largest SoFi Technologies buyer in Q2 2025 was Voloridge Investment Management, an estimated $104M added.
  • The largest SoFi Technologies seller in Q2 2025 was Susquehanna International Group, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.